Featured 13F manager
Light Street Capital Management, LLC Glen Kacher
Palo Alto, CA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $903M
- 27 Positions
- 2026 Q2
- +69.1% QoQ
- Top 5 38.7%
Portfolio
top 5 38.7% · top 10 63.6%
- TSM - Taiwan Semiconductor 12.0%
- AMD - Advanced Micro Devices 7.0%
- ALAB - Astera Labs 6.7%
- GTLB - Gitlab · CLASS A 6.6%
- AVGO - Broadcom 6.4%
- AMKR - Amkor Technology 5.7%
- FROG - Jfrog 5.2%
- MKSI - MKS 5.1%
- CHYM - Chime Finl · CL A 5.0%
- CPNG - Coupang · CL A 3.9%
- TOST - Toast · CL A 3.6%
- RDDT - Reddit · CL A 3.5%
- Other 29.3%
AUM over time
Book
| NVDA - Nvidia | 17.04% | Reduce −21.2% | 78,000 | $903.56 | $70M | −21,000 | +$21M |
| TSM - Taiwan Semiconductor Mfg | 11.02% | Add +44.9% | 334,870 | $136.05 | $46M | +103,770 | +$22M |
| AMZN - Amazon | 6.98% | Add +26.5% | 160,000 | $180.38 | $29M | +33,500 | +$10M |
| AMD - Advanced Micro Devices | 6.05% | Reduce −50.4% | 138,500 | $180.49 | $25M | −140,500 | −$16M |
| FROG - Jfrog | 5.98% | Reduce −20.2% | 559,000 | $44.22 | $25M | −141,613 | +$471K |
| AVGO - Broadcom | 5.39% | Reduce 0.0% | 16,800 | $1,325 | $22M | −7 | +$4M |
| META - Meta Platforms · CL A | 5.34% | Reduce −8.1% | 45,500 | $485.58 | $22M | −4,000 | +$5M |
| BILL — | 4.77% | Add +115.1% | 287,000 | $68.72 | $20M | +153,600 | +$9M |
| MSFT - Microsoft | 4.68% | Reduce −2.1% | 46,000 | $420.72 | $19M | −997 | +$2M |
| CRM - Salesforce | 4.47% | Reduce −14.6% | 61,405 | $301.18 | $18M | −10,483 | −$423K |
| GOOGL - Alphabet · CL A | 4.02% | New | 110,000 | $150.93 | $17M | +110,000 | +$17M |
| MELI - Mercadolibre | 3.30% | Add +10.0% | 9,024 | $1,512 | $14M | +824 | +$757K |
| DASH - Doordash · CL A | 3.17% | New | 95,250 | $137.72 | $13M | +95,250 | +$13M |
| INDI - Indie Semiconductor · CLASS A | 3.07% | Add +3.1% | 1,793,125 | $7.08 | $13M | +54,461 | −$1M |
| ADBE - Adobe | 2.43% | New | 19,931 | $504.60 | $10M | +19,931 | +$10M |
| PCOR - Procore Technologies | 2.37% | Reduce −25.8% | 119,435 | $82.17 | $10M | −41,565 | −$1M |
| CLBT - Cellebrite Di | 1.97% | Reduce −7.0% | 734,966 | $11.08 | $8M | −55,000 | +$1M |
| UBER - UBER Technologies | 1.88% | New | 100,705 | $76.99 | $8M | +100,705 | +$8M |
| Hashicorp · CL A | 1.37% | New | 210,000 | $26.95 | $6M | +210,000 | +$6M |
| Nerdy · CL A | 0.42% | Add +41.7% | 592,454 | $2.91 | $2M | +174,377 | +$290K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GTLB - Gitlab · CLASS A | 4.51% | Exit | 0 | $62.96 | $15M | −239,200 | −$15M |
| PDD - Pinduoduo | 3.81% | Exit | 0 | $146.31 | $13M | −87,000 | −$13M |
| Camtek | 2.11% | Exit | 0 | $69.38 | $7M | −101,500 | −$7M |
| LI - Li Auto | 1.32% | Exit | 0 | $37.43 | $4M | −117,692 | −$4M |
| ADSK - Autodesk | 1.31% | Exit | 0 | $243.50 | $4M | −18,000 | −$4M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 28 | $903M | +69.1% | 13F-HR | 8/14/2026 | 000093583626000422 |
| 2026 Q1 | 24 | $534M | −17.8% | 13F-HR | 5/15/2026 | 000093583626000261 |
| 2025 Q4 | 24 | $650M | +9.4% | 13F-HR | 2/17/2026 | 000093583626000112 |
| 2025 Q3 | 27 | $594M | +21.2% | 13F-HR | 11/14/2025 | 000093583625000702 |
| 2025 Q2 | 26 | $490M | +36.9% | 13F-HR | 8/14/2025 | 000093583625000532 |
| 2025 Q1 | 21 | $358M | −34.3% | 13F-HR | 5/15/2025 | 000093583625000378 |
| 2024 Q4 | 30 | $545M | +28.8% | 13F-HR | 2/14/2025 | 000093583625000180 |
| 2024 Q3 | 22 | $423M | −2.8% | 13F-HR | 11/14/2024 | 000093583624000708 |
| 2024 Q2 | 26 | $435M | +5.3% | 13F-HR | 8/14/2024 | 000093583624000528 |
| 2024 Q1 | 22 | $413M | +23.7% | 13F-HR | 5/15/2024 | 000093583624000402 |
| 2023 Q4 | 21 | $334M | −1.8% | 13F-HR | 2/14/2024 | 000093583624000199 |
| 2023 Q3 | 23 | $340M | −9.8% | 13F-HR | 11/14/2023 | 000093583623000701 |
| 2023 Q2 | 21 | $377M | −8.0% | 13F-HR | 8/14/2023 | 000093583623000575 |
| 2023 Q1 | 23 | $410M | +53.0% | 13F-HR | 5/15/2023 | 000093583623000416 |
| 2022 Q4 | 26 | $268M | −31.8% | 13F-HR | 2/14/2023 | 000093583623000228 |
| 2022 Q3 | 30 | $393M | −67.9% | 13F-HR | 11/14/2022 | 000156761922019893 |
| 2022 Q2 | 32 | $1.2B | −20.6% | 13F-HR | 8/15/2022 | 000156761922016112 |
| 2022 Q1 | 39 | $1.5B | −7.7% | 13F-HR | 5/16/2022 | 000156761922010680 |
| 2021 Q4 | 46 | $1.7B | −16.1% | 13F-HR | 2/14/2022 | 000156761922004307 |
| 2021 Q3 | 51 | $2B | — | 13F-HR | 11/15/2021 | 000156761921020448 |
About
LIGHT STREET CAPITAL MANAGEMENT, LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2